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deChina’s resilient domestic consumption amidst macro headwinds
Lilian Co discusses China’s evolving macro environment whilst highlighting the resilience being exhibited by China’s consumer and real estate sectors.
Monthly Fund Commentary
Investments with steady growth during this longer period of monetary easing is the best mix
Yutaka Uda's outlook is positive as Japan's state of emergency is lifted.
Monthly Fund Commentary
Relative results outweigh absolute figures
Eric Sturdza discusses the positives of a post COVID-19 economy.
Monthly Fund Commentary
TIPS and hybrids, a relevant barbell
Eric Vanraes examines the impact of the dramatic market rally and the affect this has had on TIPS.
Monthly Fund Commentary
Outsized Gains
Bertrand Faure reflects on performance since inception as the Fund marks its 5th anniversary and discusses the potential factors that could influence returns in the months to come.
Monthly Fund Commentary
Fundamental trading throughout the Pandemic
Bertrand Faure provides his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis.
Webinar
Japan market recovers as lockdown is eased
Mitsuhiro Yuasa comments on the post-pandemic new way of life, with a focus on which industries may become more relevant to the adjusted lifestyle.
Monthly Fund Commentary
Sturdza Family Fund: Objective, Philosophy & Risk Management
The team provide insight on the Fund's primary objective and philosophy, market timing, equity & fixed income selection process, volatility and how risk is managed.
Video
Sturdza Family Fund: Overview of the Team
Eric Sturdza discusses the qualities that the team of the Sturdza Family Fund possess and each member provides an introduction explaining their role within the Fund.
Video
The Sturdza Family Fund – An Introduction
Eric and Constantin Sturdza provide an introduction to the Sturdza Family Fund in this video interview.
Video
Investor anxiety calmed by stimulus measures
Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.
Monthly Fund Commentary
Oil market stabilising with global economy to recover from 3Q 2020
Yutaka Uda comments on the spread of infection, believing the worst to be over for Japan, as the state of emergency is relaxed across most of the country.